Charitable Gift Planning Tools

We help your clients make a difference.

We offer a range of giving options, resources and services to help you support your clients’ philanthropic journeys.

Gift Planning Tools

Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance. Explore the options that follow and discover what makes sense for your clients and the ways we can help you advise them to meet their charitable goals.